We guide great people to make smart decisions so they can enjoy an exceptional retirement.

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The Psychology of Retirement

Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
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Kansas City

Calendar of Events 2024

FEBRUARY

State of the Markets
University of Kansas
Edwards Campus
Best Auditorium

MARCH

Harvesters Kansas City
Friday, March 1st
1:30 pm - 3:30 pm

JUNE

CASA Back to Basics Drive
This summer, support CASA’s efforts to provide every child we serve with the resources needed thrive by participating in our Back-to-Basics Drive. Items such as undergarments, hygiene items, and hair care products will be collected given CASA children from across community.
Donation Drop Off Location
5200 W 94th Terrace, Suite 208
Prairie Village, KS 66207
Donations Accepted June 20 - July 29
Donations are welcome to be dropped off anytime Mondays – Thursdays 9:00 am - 4:30 pm or Fridays 9:00 am - 2:00 pm. Or donate directly at Amazon.

JULY

Cyber Security Event
Wednesday, July 10
2:00 pm - 3:00 pm
Arts & Heritage Center
8788 Metcalf Avenue
Overland Park, KS 66212

AUGUST

Halftime Report Webinar
Wednesday, August 21st
1:00 pm - 2:00 pm

OCTOBER

Fall Festival
Thursday, October 24
6:00 pm - 9:00 pm
Meadowbrook Club House
9101 Nall Avenue
Prairie Village, KS 66207

NOVEMBER

Year End Tax Planning Webinar
Wednesday, November 20th
12:30 pm - 1:30 pm

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
Learn About Our Process

Featured articles published on Kiplinger

Browse all of Scott's articles on Kiplinger
Featured image for “Five Tax Strategies to Help Your Money Last in Retirement”

Five Tax Strategies to Help Your Money Last in Retirement

The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…
Featured image for “How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years”

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Featured image for “Three Ways You Can Flip the Script on Your Taxes”

Three Ways You Can Flip the Script on Your Taxes

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…
Featured image for “Can You Build a Retirement Income Plan With Both Risk and Reliability?”

Can You Build a Retirement Income Plan With Both Risk and Reliability?

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…

Our Latest Newsletter

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Featured image for “2024 Fall Newsletter: Kansas City”

2024 Fall Newsletter: Kansas City

As we begin to fall back into our fall routines, the summer weather fills our rearview mirrors. The shorts get put away and we feel that cozy comfort that comes from putting on our favorite sweater, fleece, or sweatpants. Colors begin to turn, priorities shift, and we try to not look too far ahead to winter, but just enjoy the fall while it’s here. For now, things feel ‘just right’ again. We’ve found over the…
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Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
Show Me How

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